Institutional Ownership Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPDW). We have compiled data on the 1,190 institutions that hold shares in the stock, with a total of 608 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,255
shares
|
$930,118
0.02% of portfolio
|
Q2 2020
Added 10.81%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
21,237
shares
|
$929,331
0.09% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
20,891
shares
|
$914,190
0.0% of portfolio
|
Q3 2025
Added 16.72%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
20,870
shares
|
$913,271
0.35% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
20,843
shares
|
$912,089
0.49% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
20,828
shares
|
$911,433
0.11% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
20,748
shares
|
$907,932
0.17% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
20,689
shares
|
$905,350
0.09% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
20,634
shares
|
$902,943
0.27% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,569
shares
|
$900,099
0.0% of portfolio
|
Q2 2025
Reduced 55.83%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
20,195
shares
|
$883,733
0.12% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
20,098
shares
|
$879,488
0.24% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
20,082
shares
|
$878,788
0.36% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
20,054
shares
|
$877,563
0.23% of portfolio
|
Q4 2025
Added 7.72%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
20,000
shares
|
$875,200
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
19,780
shares
|
$865,572
0.04% of portfolio
|
Q3 2025
Reduced 79.44%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
19,717
shares
|
$862,815
0.13% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
19,604
shares
|
$857,871
0.41% of portfolio
|
Q3 2024
Reduced 33.15%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
19,590
shares
|
$857,258
0.81% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
19,546
shares
|
$855,332
0.69% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,482
shares
|
$852,532
0.0% of portfolio
|
Q3 2025
Reduced 56.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
19,457
shares
|
$851,438
0.01% of portfolio
|
Q3 2025
Added 29.05%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
19,377
shares
|
$847,937
0.06% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
19,271
shares
|
$843,298
0.12% of portfolio
|
Q3 2025
Reduced 85.31%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
19,061
shares
|
$834,109
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|